E57: Victor (Session 12) - Certified Financial Planner (CFP) Overview + Study Plan

Update: 2022-12-08

Description

In this session, Victor shares his progress and if he passed his Insurance exam. We focus most of the episode discussing the CFP designation, the merits of going for the CFA after that, the importance of golf and a few other credentials including the CIMA and CAIA as other potential options down the line.

Comments

In Channel

E57: Victor (Session 12) - Certified Financial Planner (CFP) Overview + Study Plan

2022-12-0834:26

E56: Grace (Session 20) - Blackstone Real Estate Internship - the RESULTS

2022-11-2419:59

E55: Victor (Session 11) - CFP and Insurance Tests on Deck

2022-11-1729:34

E54: Victor (Session 10) - The Big Promotion

2022-08-0416:44

E53: Victor (Session 9) - The Big Move

2022-05-1230:58

E52: Grace (Session 19) - Prepping for Blackstone RE Internship - Apr 8, 2022

2022-04-2214:40

E51: Victor (Session 8) - The SIE and Series 7 and a Trip to Hawaii? - Dec 17, 2021

2021-12-2326:20

E50: Tarnvir (Session 2) - Prepping for Interview Season, The Worst Advice and Diversity Programs - Nov 4, 2021

2021-11-2540:16

E49: Grace (Session 18) - Citi Internship Over and Junior Year has Started - Oct 18, 2021

2021-11-0422:07

E48: Grace (Session 17) - Citi Internship About to Begin - Jun 14, 2021

2021-10-2817:09

E47: Victor (Session 7) - Fidelity Starts...but another Wrinkle Emerges - Oct 13, 2021

2021-10-2124:21

E46: Victor (Session 6) - Big job news and the realities of breaking into private equity - August 18, 2021

2021-10-1829:24

E47: Tarnvir (Session 1) - Introduction and Resume Review Deep Dive

2021-10-1101:00:27

E45: Victor (Session 5) - Mock Interview to Prep for a Fidelity Interview for Investment Solutions - June 14, 2021

2021-08-2846:18

E44: Grace (Session 16) - Big News AGAIN - Apr 16, 2021

2021-06-1637:56

E43: Victor (Session 4) - Detailed LinkedIn Networking Advice and New Focus - April 14, 2021

2021-06-1450:41

E42: Grace (Session 15) - IB and PE Recruiting Continues - Mar 22, 2021

2021-05-2239:09

E41: Victor (Session 3) - Unexpected Life Event Grounds Him in Salt Lake City...Now What? - Jan 27, 2021

2021-03-2742:40

E40: Grace (Session 14) - Accelerated Recruiting Update + New Resume Review - Jan 8, 2021

2021-03-0834:12

E39: Victor (Session 2) - Honest Resume Review (Continued) - Dec 16, 2020

2021-02-1601:26:17

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E57: Victor (Session 12) - Certified Financial Planner (CFP) Overview + Study Plan

#box-pro-ellipsis-175911015681286{-webkit-line-clamp:2;}E57: Victor (Session 12) - Certified Financial Planner (CFP) Overview + Study Plan

E57: Victor (Session 12) - Certified Financial Planner (CFP) Overview + Study Plan

Wall Street Oasis

E57: Victor (Session 12) - Certified Financial Planner (CFP) Overview + Study Plan